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Deductions for alimony payments will no longer be available Dec. 31.
November 2 -
Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.
November 2 -
They’ve been waiting for things to get better — but they haven't.
November 1 -
Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.
October 31 -
The lender will give $1,000 cash bonuses in December to eligible employees making less than $100,000 annually, CEO Brian Moynihan said.
October 30 -
With two months left in 2018, clients can still take advantage of these tax hacks.
October 30 -
Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.
October 29 -
Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.
October 26 -
Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.
October 25 -
Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.
October 24 -
How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.
October 24 -
Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.
October 24 -
The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.
October 23 -
Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?
October 23 -
There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?
October 22 -
While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.
October 19 -
In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.
October 18 -
More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.
October 17 -
There are hundreds of claiming strategies — using the wrong one can have major repercussions.
October 16 -
Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.
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